YLD vs. FYT ETF Comparison
Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to First Trust Small Cap Value AlphaDEX Fund (FYT)
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
YLD Description
The investment seeks to provide current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities (commonly known as "junk bonds") and in equity securities. The fund's Sub-Advisors, actively and tactically allocates the fund's assets among fixed income securities and equity securities in an effort to take advantage of changing economic conditions that Edge believes favors one asset class over another.
Grade (RS Rating)
Last Trade
$19.05
Average Daily Volume
47,847
Number of Holdings
*
56
* may have additional holdings in another (foreign) market
FYT
First Trust Small Cap Value AlphaDEX Fund
FYT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Nasdaq AlphaDEX® Small Cap Value Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is designed to select value stocks from the NASDAQ US 700 Small Cap Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.Grade (RS Rating)
Last Trade
$52.51
Average Daily Volume
12,719
Number of Holdings
*
252
* may have additional holdings in another (foreign) market
Performance
| Period | YLD | FYT |
|---|---|---|
| 30 Days | 0.80% | -1.04% |
| 60 Days | 2.03% | 0.15% |
| 90 Days | 2.42% | 1.53% |
| 12 Months | 11.28% | 27.78% |
1 Overlapping Holdings
| Symbol | Grade | Weight in YLD | Weight in FYT | Overlap | |
|---|---|---|---|---|---|
| MPW | C | 0.5% | 0.13% | 0.13% |
YLD Overweight 55 Positions Relative to FYT
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 0.88% | |
| CMCSA | F | 0.86% | |
| IPG | F | 0.81% | |
| AMAT | C | 0.78% | |
| KKR | D | 0.77% | |
| BLK | D | 0.75% | |
| JPM | B | 0.72% | |
| MDT | C | 0.71% | |
| MCHP | A | 0.71% | |
| HD | D | 0.67% | |
| TSCO | A | 0.66% | |
| COST | C | 0.65% | |
| ABT | D | 0.64% | |
| SBUX | F | 0.6% | |
| EWBC | A | 0.56% | |
| DLR | B | 0.54% | |
| ARE | D | 0.53% | |
| TFX | F | 0.49% | |
| NDSN | C | 0.48% | |
| HON | C | 0.48% | |
| PKG | C | 0.47% | |
| APD | C | 0.47% | |
| DE | B | 0.45% | |
| MRK | B | 0.44% | |
| XEL | C | 0.44% | |
| ALE | A | 0.43% | |
| CB | C | 0.42% | |
| BCE | D | 0.41% | |
| MPC | D | 0.4% | |
| FNF | A | 0.4% | |
| PCAR | D | 0.4% | |
| WEC | B | 0.39% | |
| PSA | D | 0.37% | |
| LECO | D | 0.37% | |
| HRL | B | 0.37% | |
| EOG | B | 0.36% | |
| ES | B | 0.35% | |
| BOH | D | 0.32% | |
| SAP | D | 0.31% | |
| PFE | D | 0.3% | |
| MGA | F | 0.3% | |
| CVX | B | 0.3% | |
| GOLF | D | 0.3% | |
| HAS | B | 0.28% | |
| BR | C | 0.28% | |
| JNJ | F | 0.26% | |
| LCII | F | 0.25% | |
| SNA | D | 0.25% | |
| TSN | A | 0.23% | |
| CFR | C | 0.19% | |
| XOM | B | 0.09% | |
| USB | C | 0.09% | |
| COLB | C | 0.09% | |
| VFC | F | 0.06% | |
| WASH | C | 0.02% |
YLD Underweight 251 Positions Relative to FYT
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRK | C | -0.75% | |
| PRDO | A | -0.72% | |
| ARCH | D | -0.7% | |
| NWN | B | -0.7% | |
| PRG | B | -0.69% | |
| AVA | B | -0.69% | |
| PHIN | A | -0.68% | |
| FFBC | A | -0.68% | |
| CRC | F | -0.68% | |
| CNX | B | -0.68% | |
| INVA | B | -0.67% | |
| REVG | A | -0.67% | |
| CALM | D | -0.67% | |
| WMK | D | -0.67% | |
| TALO | D | -0.67% | |
| UVV | B | -0.67% | |
| USM | D | -0.67% | |
| MODG | B | -0.66% | |
| VSH | C | -0.66% | |
| HIW | A | -0.66% | |
| NMIH | A | -0.65% | |
| RC | C | -0.65% | |
| SCHL | D | -0.65% | |
| EIG | D | -0.65% | |
| DNOW | D | -0.65% | |
| RLJ | D | -0.64% | |
| SNDR | D | -0.64% | |
| PINC | F | -0.64% | |
| ABR | C | -0.64% | |
| IMKTA | F | -0.64% | |
| ATSG | C | -0.63% | |
| RYI | F | -0.63% | |
| HE | F | -0.63% | |
| CHGG | F | -0.62% | |
| TGNA | D | -0.62% | |
| CABO | F | -0.62% | |
| GHC | B | -0.62% | |
| GDEN | F | -0.61% | |
| SPB | C | -0.61% | |
| UAA | F | -0.61% | |
| LZB | F | -0.6% | |
| GEF | D | -0.6% | |
| PARR | F | -0.59% | |
| LILAK | B | -0.58% | |
| PFS | B | -0.57% | |
| GEO | B | -0.57% | |
| BZH | D | -0.57% | |
| CASH | B | -0.57% | |
| JBT | F | -0.57% | |
| MLKN | D | -0.56% | |
| MSGE | A | -0.56% | |
| KSS | F | -0.56% | |
| SR | B | -0.55% | |
| INDB | C | -0.55% | |
| DIOD | C | -0.55% | |
| PEBO | B | -0.55% | |
| FRME | B | -0.54% | |
| ABM | B | -0.54% | |
| ENVA | B | -0.54% | |
| SAH | B | -0.54% | |
| VBTX | B | -0.54% | |
| IBOC | A | -0.54% | |
| SLVM | A | -0.54% | |
| AAT | B | -0.53% | |
| ODP | C | -0.53% | |
| FCF | B | -0.53% | |
| KOS | D | -0.53% | |
| FULT | A | -0.53% | |
| AX | A | -0.53% | |
| NWE | B | -0.53% | |
| WSFS | A | -0.53% | |
| KN | B | -0.53% | |
| EFSC | C | -0.52% | |
| CXW | C | -0.52% | |
| CNO | A | -0.52% | |
| DAN | C | -0.52% | |
| ALGT | F | -0.52% | |
| STBA | B | -0.52% | |
| NBHC | C | -0.51% | |
| CUBI | D | -0.51% | |
| EBC | C | -0.51% | |
| BANR | B | -0.51% | |
| BNL | C | -0.5% | |
| SASR | D | -0.5% | |
| CATY | D | -0.5% | |
| OCFC | C | -0.5% | |
| HUBG | C | -0.5% | |
| WERN | D | -0.49% | |
| AMN | D | -0.49% | |
| CIM | D | -0.49% | |
| MRTN | D | -0.49% | |
| NAVI | D | -0.49% | |
| HPP | F | -0.48% | |
| CTOS | F | -0.48% | |
| REZI | D | -0.48% | |
| ADNT | F | -0.48% | |
| SBH | F | -0.47% | |
| HTLD | F | -0.46% | |
| CCS | D | -0.44% | |
| GES | B | -0.44% | |
| TRMK | A | -0.42% | |
| APOG | A | -0.41% | |
| OFG | A | -0.4% | |
| GOGO | C | -0.4% | |
| OEC | B | -0.4% | |
| PFBC | A | -0.4% | |
| SNEX | A | -0.4% | |
| HTZ | F | -0.4% | |
| TOWN | B | -0.39% | |
| SJW | D | -0.39% | |
| EPC | B | -0.39% | |
| KOP | F | -0.39% | |
| BKU | B | -0.39% | |
| SRCE | B | -0.39% | |
| EQC | D | -0.39% | |
| ANDE | B | -0.39% | |
| FIBK | B | -0.39% | |
| BLMN | F | -0.38% | |
| UNF | F | -0.38% | |
| FHI | F | -0.38% | |
| CENTA | C | -0.38% | |
| KMT | D | -0.38% | |
| HOPE | D | -0.38% | |
| RNST | C | -0.38% | |
| BUSE | B | -0.38% | |
| NHC | D | -0.38% | |
| WAFD | B | -0.38% | |
| PNM | C | -0.38% | |
| SFNC | D | -0.37% | |
| SSTK | F | -0.37% | |
| WOR | D | -0.37% | |
| TCBK | B | -0.37% | |
| WSBC | D | -0.37% | |
| PDCO | F | -0.37% | |
| NWBI | C | -0.37% | |
| VAC | C | -0.37% | |
| BKE | D | -0.36% | |
| NX | D | -0.35% | |
| VSCO | F | -0.35% | |
| KLG | B | -0.35% | |
| ICUI | F | -0.35% | |
| HLF | C | -0.35% | |
| MATW | D | -0.35% | |
| ECVT | F | -0.35% | |
| WGO | F | -0.34% | |
| LGIH | D | -0.33% | |
| XRX | F | -0.32% | |
| VCTR | A | -0.32% | |
| BOOT | B | -0.31% | |
| JBLU | D | -0.31% | |
| HELE | D | -0.31% | |
| FOXF | F | -0.3% | |
| PRIM | A | -0.29% | |
| DEA | C | -0.28% | |
| PLXS | B | -0.28% | |
| UCBI | B | -0.27% | |
| JELD | B | -0.27% | |
| GTY | C | -0.27% | |
| PLUS | C | -0.27% | |
| KALU | A | -0.27% | |
| ASB | A | -0.27% | |
| LNN | C | -0.27% | |
| CWEN | B | -0.27% | |
| FBP | A | -0.27% | |
| DFIN | A | -0.27% | |
| FHB | A | -0.27% | |
| HTLF | A | -0.27% | |
| OLPX | F | -0.27% | |
| XHR | B | -0.26% | |
| MTX | A | -0.26% | |
| TCBI | B | -0.26% | |
| PSMT | A | -0.26% | |
| DEI | B | -0.26% | |
| LGND | D | -0.26% | |
| BHLB | B | -0.26% | |
| HTH | C | -0.26% | |
| TRS | B | -0.26% | |
| EAT | A | -0.26% | |
| NBTB | B | -0.26% | |
| CNXN | D | -0.26% | |
| LTH | F | -0.25% | |
| WD | C | -0.25% | |
| MCRI | C | -0.25% | |
| AUB | C | -0.25% | |
| THS | D | -0.25% | |
| CMCO | C | -0.25% | |
| CVBF | D | -0.25% | |
| OMCL | C | -0.25% | |
| VRTS | D | -0.25% | |
| SBCF | C | -0.25% | |
| JBGS | F | -0.25% | |
| NMRK | D | -0.24% | |
| BXC | D | -0.24% | |
| PCRX | F | -0.24% | |
| FBNC | F | -0.24% | |
| PATK | D | -0.24% | |
| BDC | C | -0.24% | |
| OI | F | -0.24% | |
| CBRL | F | -0.23% | |
| CRI | F | -0.23% | |
| ZD | D | -0.22% | |
| FWRD | F | -0.2% | |
| STRA | A | -0.15% | |
| AIR | B | -0.15% | |
| OII | B | -0.14% | |
| ADV | B | -0.14% | |
| PTVE | C | -0.14% | |
| OXM | A | -0.13% | |
| NVEE | D | -0.13% | |
| TTMI | A | -0.13% | |
| GO | F | -0.13% | |
| STC | A | -0.13% | |
| NIC | C | -0.13% | |
| DK | F | -0.13% | |
| ALEX | C | -0.13% | |
| ARI | F | -0.13% | |
| HI | F | -0.13% | |
| CAKE | D | -0.13% | |
| B | C | -0.13% | |
| ARCB | F | -0.13% | |
| CTS | A | -0.13% | |
| PGRE | B | -0.13% | |
| CPK | B | -0.13% | |
| FDP | D | -0.13% | |
| NNI | A | -0.13% | |
| MWA | A | -0.13% | |
| FBK | B | -0.13% | |
| VICR | F | -0.12% | |
| CMTG | D | -0.12% | |
| ENOV | F | -0.12% | |
| ADUS | C | -0.12% | |
| APAM | D | -0.12% | |
| KFRC | D | -0.12% | |
| DORM | C | -0.12% | |
| CVCO | C | -0.12% | |
| KFY | D | -0.12% | |
| ROG | C | -0.12% | |
| PPBI | D | -0.12% | |
| SCL | D | -0.12% | |
| COHU | F | -0.12% | |
| CBU | C | -0.12% | |
| AIN | F | -0.12% | |
| GNW | C | -0.12% | |
| CSGS | F | -0.12% | |
| HNI | B | -0.12% | |
| LXP | D | -0.12% | |
| SHOO | D | -0.12% | |
| IART | F | -0.11% | |
| SHEN | F | -0.11% | |
| IBTX | D | -0.11% | |
| ATUS | F | -0.1% |
YLD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
Drug Manufacturers - Major
Asset Management
Banks - Global
Diversified Industrials
Leisure
Medical Devices
Oil & Gas Integrated
REIT - Office
Tools & Accessories
Advertising Agencies
Apparel Manufacturing
Auto Parts
Business Services
Chemicals
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Farm Products
FYT: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
REIT - Diversified
Diversified Industrials
Oil & Gas E&P
REIT - Office
Savings & Cooperative Banks
Telecom Services
Trucking
Apparel Manufacturing
Asset Management
Auto Parts
Building Materials
Education & Training Services
Electronic Components
Packaged Foods
Residential Construction
Restaurants
Specialty Chemicals
Apparel Stores
Conglomerates
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Real Estate Investment Trust
Commercial Bank
Investment Management
Loan
Mortgage Loan
Demand Deposit
Retail Store
Transport
Trust Services
Cash Management Services
Clothing
Individual Retirement Account
Natural Gas
Business Loans
Insurance
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